Integrate Zoho Expense with 950+ apps
Create business workflows for Zoho Expense without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Zoho Expense workflows
Send Gmail messages for new Zoho Expense reports
Zoho Expense + Gmail for Workspace
This flow sends you a message through Gmail for every new report that is created in Zoho Expense. Get the report details of all your expenses automatically delivered in your inbox.
How it works
1. A new report is created in Zoho Expense.
2. Zoho Flow sends you details about the report via Gmail.
Create tasks in Google Tasks for new Zoho Expense reports
This flow creates a new task in Google Tasks whenever a new report is
created in Zoho Expense. This way, you automatically set a
reminder to follow up on each expense report that is created.
How it works
1. A new report is created in Zoho Expense.
2. Zoho Flow adds a new task in Google Tasks.
Add new Zoho Expense expenses to Google Sheets
Do you like keeping a personal record of all your company's expenses? This flow can help. It automatically adds a new row in Google Sheets for every expense created in Zoho Expense.
How it works
1. A new expense is created in Zoho Expense.
2. Zoho Flow adds the expense to a new row in Google Sheets.
Create Zoho Expense reports for new Google Sheets spreadsheets
Do you use Google Sheets to record your business expenses? With Zoho Flow, you can now convert them to meaningful reports on Zoho Expense. This flow creates a new report in Zoho Expense for every spreadsheet that you add in Google Sheets.
How it works
1. A new spreadsheet is added in Google Sheets.
2. Zoho Flow creates a report in Zoho Expense.
Inform the team using Zoho Cliq whenever a new payment is received in Zoho Expense
Keeping your team informed about payment status ensures transparency and smooth progress to the next steps. This flow will send notifications to a private channel in Zoho Cliq whenever a new payment is received in Zoho Expense.
How it works
- The flow triggers when an advance payment-related event is recorded in the selected organization in Zoho Expense.
- Zoho Flow message as a bot on the specified channel in Zoho Cliq.
Send a notification to the team via Rocket.Chat whenever a payment is received in Zoho Expense
Ensure your team always receives payment information promptly, without any delays or missing details. This flow will send a private channel alert in Rocket.Chat for every new payment received in Zoho Expense.
How it works
- The flow triggers when an advance payment-related event is recorded in the selected organization in Zoho Expense.
- Zoho Flow sends a message in the specified channel in Rocket.Chat.
Notify the team using Slack whenever a new payment is received in Zoho Expense
Ensure your team always receives payment information promptly, without any delays or missing details. This flow will send a private channel alert in Slack for every new payment received in Zoho Expense.
How it works
- The flow triggers when an advance payment-related event is recorded in the selected organization in Zoho Expense.
- Zoho Flow sends a message to the selected private channel in Slack.
Build your own Zoho Expense integrations
Connect Zoho Expense with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Build your Zoho Expense workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Report updated
Triggers when an existing report is updated in the selected organization
Trip event
Triggers when a trip-related event is recorded in the selected organization
Expense category created
Triggers when a new expense category is created in the selected organization
Expense updated
Triggers when an existing expense is updated in the selected organization
Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization
Report created
Triggers when a new report is created in the selected organization
User created
Triggers when a new user is created in the selected organization
Advance payment refund event recorded
Triggers when an advanced payment refund event is recorded in the selected organization
Expense created
Triggers when a new expense is created in the selected organization
Purchase request event
Triggers when a purchase request event is recorded in the selected organization
Customer created
Triggers when a new customer is created in the selected organization
Report event
Triggers when a report-related event is recorded in the selected organization
All Actions - Actions are the automated tasks
Create expense
Creates a new reimbursable expense in the selected organization
Create report
Creates a new report in the selected organization
Record advance payment
Records an advance payment for a project or report
Create user
Creates a new user in the selected organization
Create expense category
Creates a new expense category in the selected organization
Create project
Creates a new project in the selected organization
Create customer
Creates a new customer in the selected organization
Update project
Updates the details of an existing project
Update user
Updates the details of an existing user
Update expense
Updates an existing expense in the selected organization
Update customer
Updates the details of an existing customer
Fetch user
Fetches the details of an existing user by email address
Fetch report
Fetches the details of an existing report
Fetch customer
Fetches the details of an existing customer by ID
What is Zoho Expense?
Zoho Expense is cloud-based expense reporting software for recording and reporting all your business expenses. You can manage the entire process of reporting expense, right from uploading of a receipt to its approval and reimbursement with features such as auto scan, custom approvals, and spending policies.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
